What's New - July 2025 | Zoho Backstage

What's New - July 2025 | Zoho Backstage

Start smart, end strong.

From knowing who’s coming to celebrating who showed up, July’s updates help you run events that feel organized from the first invite to the final thank you.

Planning an event used to be like writing a choose-your-own-adventure book where half the pages were missing. You'd start with the eternal question mark of RSVPs, stumble through the middle hoping everything holds together, and end wondering if anyone would remember your event existed.

Not anymore. This month, we’re rolling out features that bookend your entire event experience, starting from the very first “maybe” to the final moment of recognition. Because every great event deserves a beginning that makes sense and an ending that lasts.

RSVP for events

No more guessing who’s coming.

Event planning has a dirty little secret that no one talks about. You send out invites, hold your breath, and hope you’re not overcatering for ghosts or scrambling at the last minute because twice as many people arrived. It’s like planning a dinner for 50 and ending up with a buffet for 12, or walking into a packed room with no chairs.

Sound familiar? You’re not alone.

Welcome to the end of that chaos. With the new RSVP feature in Zoho Backstage, you can stop planning on hunches and start organizing with clarity.

Why RSVP changes everything

Unlike traditional event management where attendance is a coin flip, RSVP gives you crystal-clear visibility into three simple categories, ensuring that preparation and resourcing decisions are based on real data, not guesswork:
  • Attending — Your confirmed guests (the heroes of your story)
  • Not Attending — Honest folks who save you money
  • Maybe — For those who want to say yes, but life’s a little full right now
This means you can finally plan seating, food, swag kits, and logistics based on actual responses instead of relying on educated guesses.

How it works:
  • Navigate to Registrations > RSVP. To activate this feature, the organizer must create at least one ticket class—either free or paid.


For paid events, the flow gets even smoother. When guests click Attending, they’re redirected to your event website with all their details pre-filled. There’s no friction or abandoned carts. Just smooth transactions that convert intentions into actual ticket sales. Fewer clicks, fewer drop-offs, more show-ups.

Once RSVP is enabled:
  • Invite-only, automatically: Once RSVP is enabled, your event becomes exclusive. Only invited guests can respond, keeping crashers and confusion at bay.
  • Plus-one, not plus-chaos: Let guests bring their plus-ones without losing track of headcount. Set limits, track companions, and maintain control over your guest list.
  • Response deadlines: Set a cutoff date for responses. Because someone needs to make the final catering call, and it might as well be you.
  • Automated everything: From invitation emails to response tracking, the system handles the heavy lifting while you focus on making your event amazing
Response management



The RSVP dashboard organizes your guests by response status so you always know where things stand. From sending reminders to bulk editing responses, everything is built to save you time and sanity.

And when someone finally clicks Attending, they receive a ticket immediately—just like a regular registrant. Companion info is tracked in the Orders tab, so your count stays accurate.

Most importantly, you can plan your space with confidence. Goodbye awkward standing corners. Goodbye over-ordered food. Hello intentional, data-backed design.

RSVP is now live in Zoho Backstage. Because the only surprise at your event should be how perfectly everything runs when you actually know who's coming.

Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

The Certificate Builder

Turn recognition into a moment that lasts

As your event wraps up, recognition takes center stage. Whether it’s a workshop, training session, competition, or conference, handing out a certificate transforms an experience into something lasting. It becomes something people are proud to showcase. But designing and managing certificates has always been tedious. Until now.

Say hello to the Certificate Builder, your all-in-one solution to create and deliver beautiful, professional certificates at scale. No design skills, no complicated workflows.

Drag. Drop. Done. 

Design certificates that match your event’s identity, whether you prefer a classic look or a bold, modern feel. The drag-and-drop editor lets you add everything from participant names and event details to logos, images, and signature fields.



You can customize fonts, positioning, background styles (solid, gradient, or image-based), and even insert QR codes that link to secure verification URLs. You can choose between A4 and US Letter formats and set the layout to portrait or landscape. Everything you create can be previewed before it’s sent, so you know exactly what your participants will receive.

Dynamic fields and smart placeholders help you generate thousands of certificates in just a few clicks. Whether you’re awarding attendees, speakers, sponsors, exhibitors, organizers, or staff, the builder supports role-specific templates for each participant group. For attendees, you can create a common certificate for all or tailor it by ticket class to recognize different levels of participation.

You can clone templates across events and manage all certificates from a centralized panel. Easily create new designs or update existing ones.

Certificates are sent directly from your event workspace, either individually or in bulk. Use the Download Certificate link option within Scheduled Emails to deliver them automatically based on roles or attendance status, such as checked-in or no show.



You can send certificates in bulk or download them if you prefer handing them out in person. No exporting. No extra tools. Just click, send, and move on.

Every certificate can include a QR code that links to a custom URL of your choice. You can use this to direct recipients to a relevant page, such as your website, portfolio, or resource hub. This adds a professional touch and extends the value of each certificate.

More than just a gesture, certificates reinforce your event’s value and brand identity. They increase engagement, strengthen participant loyalty, and leave a lasting impression that lives beyond the event.

Recognition shouldn’t be hard. Now it isn’t.

Try the Certificate Builder today and deliver achievements that people remember.

Plan availability: Included in the Ultimate plans 


Canceled requests and action history in registration approvals

See the full picture. No request goes unnoticed.

Ever had an approval request vanish into thin air? We thought disappearing acts should stay in magic shows, not event management. The enhanced Registration Approval workflow in Zoho Backstage gives event organizers better visibility into canceled approval requests, along with a full history of who took action.

Previously, if an order pending approval was canceled, it would disappear from the approval tab. This made it difficult for organizers to track the request or know who canceled it. With this update, all canceled registration approval requests are now retained and shown within the Registration Approval section of your event dashboard.

This change helps maintain a clear audit trail of registration activity. Whether an order was approved, rejected, or canceled, the full record remains accessible, including the user who performed the action.



To view this information:
  1. Navigate to Registrations > Registration Approval. 
  2. You’ll now see five status types listed: Pending, Approved, Rejected, Canceled, and Completed.
Canceled requests appear alongside the others and can be filtered like any other status. For each request, you’ll also see who approved, rejected, or canceled it, giving you full transparency throughout the registration process.

This update improves accountability and helps organizers understand how many requests were withdrawn or canceled, which is especially helpful when analyzing attendee behavior or refining approval criteria.

Exhibitor enhancements 


Booth member listing preferences  

Speaking of visibility (because we're on a roll), let's talk about your exhibitors. You can now control who sees exhibitor booth member details on your event website. These profiles, which were previously visible only to logged-in users, can now be made public using a simple toggle. This is ideal for trade shows, public expos, or hybrid events.

To show/hide booth member profiles:
  • Navigate to Exhibitors > Exhibitor Settings and enable/disable the Public Visibility of Booth Member Details toggle. 
  • When enabled, anyone can view booth members without logging in. When disabled (default), visibility remains limited to signed-in users.
This update gives organizers more flexibility over exhibitor visibility, helping tailor the experience for both open and closed event formats.

Plan availability: Included in the Premium and Ultimate plans 

Exhibitor tags 

Easily group and showcase your exhibitors with the new exhibitor tags in Zoho Backstage’s Exhibitor module. Tags help organizers manage exhibitors more effectively and make it easier for attendees to find relevant companies.

You can now assign multiple tags, such as FinTech, Startup, or Europe, to each exhibitor while creating or editing their profile. These tags appear across key touchpoints, including exhibitor listings and profile pages on both the website and the mobile app. 



Attendees can filter exhibitors by tags to discover booths that match their interests. Organizers can use the same filters in the editor for faster management. Only active tags (those assigned to at least one exhibitor) are shown to attendees, ensuring a focused browsing experience.

Organizers also have control over tag visibility. Exhibitors can choose to hide certain tags from public view. These hidden tags remain visible to organizers in the editor but won't appear to attendees.

Manage tags from the Exhibitor tab or directly within an exhibitor’s profile. Tag-based filtering is already available on the web and mobile app.

Plan availability: Included in the Premium and Ultimate plans 

TikTok links in exhibitor profiles

Exhibitors can now showcase their brand’s TikTok presence directly on their profile page. This new social link appears alongside existing options like LinkedIn, Twitter, and Instagram.

Other enhancements 

We also have a few more touches to make your backstage run even smoother.

Attachment support for demo emails

You can now attach files to your scheduled test emails, allowing you to preview the full email experience and ensure all documents are ready for your attendees.

Session restarting

We’ve simplified the session engagement flow by removing the Re-Present Session option. Instead, presenters can now Restart sessions, and each restart is tracked separately for engagement metrics like chat, poll responses, and Q&A.

Every great event tells a story

From that first tentative “maybe” response to the final certificate download, your event now has a story that actually makes sense. No more planning in the dark. No more anticlimactic endings. Just clear beginnings, smooth middles, and memorable conclusions.

Because the best events aren’t just well attended. They're well remembered. And now you have the tools to make both happen.

Onward and upward

We’ve been rolling out a steady stream of updates, each one bringing us closer to the platform we’re working hard to build for you. While some features are still evolving, they’re all meaningful steps forward. Each update is designed with care, built to meet real needs, and shaped by your feedback.

Now that we’re in the second half of the year, we’re picking up even more momentum. There’s plenty more on the way, and we can’t wait to show you what’s next.

Thank you for growing with us and being part of the journey. We’re building something great, and we’re glad you’re here for it.

InfoAll the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.
If you have any questions or need further assistance, please contact support@zohobackstage.com. 

    • Recent Topics

    • Associate email with a potential or project.

      I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.

    • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

      I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for

    • Currency limitation when integrating Zoho CRM & Zoho Books

      Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell

    • Issue: Ticket Export Does Not Include Ticket Threads

      Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

    • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

      Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

    • Multi-select Lookup does not have Advanced filter options in CRM

      With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter

    • Online Assessment or any aptitude test

      This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

    • Unable to copy into a new document

      Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Add Option to Mass Dispatch by User

      Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • Customize User Invites with Invitation Templates

      Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture

    • Ability to Set Client Name During Portal Invitation

      Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

    • Published Course Not Reflecting In Hub

      Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing

    • Unlock Locked Users via Zoho One Mobile App

      Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what

    • Is CRM On Premise available

      Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish

    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

    • Tip #47- Stay Ahead with Automated Scheduled Reports in Zoho Assist- 'Insider Insights'

      We’ve made it easier for you to stay informed, even when you’re busy managing remote sessions! With Scheduled Reports in Zoho Assist, you can now automatically receive detailed insights about your remote support and unattended access activities directly

    • Colour Coded Flags in Tasks Module List View

      I really like the colour coded flags indicating the status of the tasks assigned to a Contact/Deal in the module list view. It would be a great addition to have this feature available in the list view of activities/tasks. I understand you have the Due

    • UPS Label size when generated via Zoho

      We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS

    • Credit Management: #4 Credits on Unused Period

      Recall a familiar situation. You sign up for a monthly gym membership. You pay the subscription fee upfront, get motivated, and show up consistently for the first week. Then, suddenly, you get caught up in work deadlines, travel plans, or a dip in motivation.

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

      We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every

    • Prevent new Record Association

      Hello all, We have a small sales organization therefore, it's helpful for everyone on the sales team to be able to view the full list of accounts to assist in preventing duplicate accounts from being created. However we want to prevent people from creating

    • Zoho Analytics & SQL Server - Live connect

      Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to

    • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

      Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

    • Tip of the Week #73– Automate workflow with Make integration.

      Make is a no-code workflow automation platform designed to connect your favorite apps and automate repetitive tasks across services. By integrating Make with Zoho TeamInbox, you can streamline everyday inbox management and save valuable time. With this

    • Viewing attachments

      I'm using a Web Form integrated in my web site to collect Leads several info, including a image upload. In order to to approve each lead, we have to view the image uploaded. Unfortunately, in the Leads view, the Attachments can only be downloaded, not

    • How to Export PDF with a custom Template

      I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF

    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

    • Instant Sync of Zoho CRM Data?

      With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

    • Is it possibly to directly set the tax amount on order instead of indirectly via tax rates?

      We own an eCommerce application and want to funnel submitted orders from that system into Zoho. We're already calculating tax in our application and just need a way to set it in Zoho. We tried to use Zoho's tax objects for tax by setting the rates to

    • Multi-Page Forms in Zoho Creator!

      Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly

    • Next Page